Transaction menu

The NexOne Office Transaction page shows you by default the summary of all opened transactions in the last 18 months. You can search by address, MLS, transaction number etc.

Click on Transactions and then on Transaction reports (1) to display the transaction reports. Click on Transactions and then on Mortgage referrals (2) to see the mortgage referrals, or on Office referrals (3) to see the office referrals.

You can remove the default filters by clicking on the “X” next to the filter

You can apply new filters by clicking on the magnifying glass, on Actions or on the title of a column.

You can also access other reports by clicking Reports, to view your transactions along with other information, for example by customer, agent or role.

To open a transaction’s file, click on the pencil next to the transaction.

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